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Taylor Morrison Home (TMHC) investor relations material

Taylor Morrison Home Q3 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2025 earnings summary22 Oct, 2025

Executive summary

  • Q3 2025 delivered 3,324 home closings and $2.0 billion in revenue, with net income of $201 million ($2.01 per diluted share) and adjusted net income of $211 million ($2.11 per share), despite challenging market conditions and macroeconomic uncertainty.

  • Maintained strong liquidity of $1.3 billion and a well-capitalized balance sheet, supported by disciplined cost management, strategic pricing, and effective inventory controls.

  • Focused on operational efficiency, digital innovation, and customer experience, with continued investment in incentives, tech-enabled sales tools, and community-specific strategies.

Financial highlights

  • Q3 2025 total revenue was $2.10 billion, down 1.2% year-over-year; home closings gross margin was 22.1% (adjusted 22.4%), and SG&A as a percentage of home closings revenue improved to 9.0%.

  • Net sales orders declined 13% year-over-year to 2,468, with a cancellation rate of 15.4%.

  • Book value per share increased 15% year-over-year to $61.95; return on equity was 14.3% on a trailing twelve-month basis.

  • Net homebuilding debt to capitalization ratio was 21.3% at quarter-end.

  • Repurchased 1.3 million shares in Q3 for $75 million; year-to-date repurchases total $310 million, with $600 million remaining authorization.

Outlook and guidance

  • Q4 2025 guidance: 3,100–3,300 home closings, average closing price ~$590,000, gross margin ~21.5%.

  • Full-year 2025 guidance: 12,800–13,000 home closings, average closing price ~$595,000, GAAP gross margin ~22.5%, adjusted gross margin ~23%.

  • Homebuilding land and development spend projected at ~$2.3 billion for 2025.

  • Over 100 new communities to open next year, supporting mid to high single-digit outlet growth.

  • Continued focus on cost management, digital innovation, and community-specific strategies to navigate market volatility.

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Frequently asked questions

Taylor Morrison Home Corporation is a homebuilding company engaged in the design, construction, and sale of single-family and multifamily residences. It operates across several U.S. states and serves a broad customer base including first-time, move-up, and active adult homebuyers. The company also provides financial services related to mortgages and title insurance. It is headquartered in Scottsdale, Arizona, and its shares are listed on the NYSE.

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